INVESTMENT RESEARCH AI
An equity research analyst on call — answers in 24–48 hours, no minimum engagement.
On-Demand Research
Ad-hoc research support for quick questions, comp tables, model reviews, and targeted analysis with 24-48 hour turnaround.
- 24–48 hours per request
- Pay per question via email or Slack; retainer packages available
- standard turnaround
- 24–48 hrsstandard turnaroundcomplex requests get an upfront estimate
- per research memo
- 2–5 pagesper research memoconcise, actionable, with supporting data
- minimum engagement
- 0minimum engagementpay per question, with retainer packages for regular users
How it works — and what you walk away with
Not every question needs a full deep dive. Sometimes you need a quick comp table, a sanity check on your DCF assumptions, or analysis of a specific issue. Our On-Demand Research service provides expert support for these ad-hoc needs.
Think of it as having an equity research analyst on call. You send your question via email or Slack, and we deliver concise, actionable analysis within 24-48 hours. No long-term commitment, no minimum engagement - just expert support when you need it.
Perfect for quick triage on new ideas, second opinions on existing theses, or targeted analysis on specific questions.
The process
Submit Your Question
Send it via email or Slack — comp table, model review, thesis sanity check, or earnings quick take.
Scoping
Standard questions proceed immediately; complex requests get a turnaround estimate upfront.
Analysis
Targeted work on your specific question, including devil's-advocate review when you want blind spots found.
Delivery
A concise memo, comp table, or annotated model review within 24–48 hours.
What you get
Research Memo
2-5 page memo addressing your specific question with supporting data
Comp Tables
Excel/Sheets comparable analysis customized to your requirements
Model Feedback
Annotated review of your financial model with improvement suggestions
Thesis Review
Written assessment of your investment thesis with identified risks and gaps
What's included
Quick Analysis
Targeted answers to specific questions about companies, sectors, or investments
Comp Table Creation
Custom comparable company analysis with relevant metrics and multiples
Model Review
Expert review of your financial models with feedback on assumptions and methodology
Thesis Sanity Check
Devil's advocate review of your investment thesis to identify blind spots
Earnings Quick Take
Rapid analysis of quarterly earnings within hours of release
Slack/Email Integration
Submit questions directly via Slack or email for seamless workflow
Who this is for
Prosumer Investors
Serious individual investors needing professional support without full research subscriptions
Small RIAs
Firms without dedicated research staff who need occasional expert support
Corporate Development Teams
M&A and strategy professionals needing quick analysis on targets or competitors
Custom engagement
Scoped to your situation
- Duration
- 24–48 hours per request
- Format
- Pay per question via email or Slack; retainer packages available
Frequently asked questions
Related topics
Related services
Company Deep Dive Reports
Comprehensive 30-50 page equity research reports covering business overview, financial analysis, valuation, competitive positioning, and investment thesis.
Custom Financial Models
Custom-built 3-statement DCF models with 5-10 year projections, scenario analysis, and sensitivity tables in Excel or Google Sheets.
An equity research analyst on call — answers in 24–48 hours, no minimum engagement.
Share your situation and Investment Research AI will scope it with you — takes about two minutes.